Entrust Investment Services offers investment management to individuals and high-net-worth individuals. They also provide portfolio management services to other registered investment advisors through third-party asset management programs. Entrust also offers financial planning services to all clients. They manage participant accounts with discretion using a third-party platform. Entrust Investment Services also provides services to qualified retirement plans.
Assets Under Management$140M
Clients170
Advisors2
Avg. per Client$830K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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